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Bernhardt Wealth Management, Inc.

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Bernhardt Wealth Management, Inc.

Overview:

As an affluent investor, you have overcome difficulties and made the most of opportunities to get where you are today—but your job is not over. The coming years will likely bring more challenges and more opportunities—and require you to continue making smart choices about protecting and enhancing the wealth you have today so that it can help you accomplish all you want from life now and in the future.

To make that happen, you need a comprehensive strategy for managing all aspects of your wealth—one that takes into account each piece of your financial life and coordinates them to work in concert. As our client’s personal chief financial officer that is our job—to help successful individuals and families identify their goals and position their wealth to turn their vision into a reality.

Our Investment Philosophy

It has been our experience that investment success is more likely to be achieved through an unwavering commitment to a set of clearly defined investment principles. These principles define Bernhardt Wealth Management’s investment philosophy, and serve as a platform for every portfolio we design for our clients.

EFFICIENT MARKETS: Security prices are determined according to all freely available information and by fierce competition among market professionals. As such, we believe it is virtually impossible for any single investor to consistently earn more profits than other investors by choosing securities that are undervalued. In other words, market forces create an environment where picking individual stocks does not guarantee superior performance.

MODERN PORTFOLIO THEORY: Modern Portfolio Theory (MPT) was developed at the University of Chicago by Harry Markowitz and Merton Miller and later expanded on by Stanford professor William Sharpe. Each of these professors later won the Nobel Prize in Economics for their contribution to investment methodology. Unlike traditional asset management, which focuses on predicting individual stock price movements, MPT looks at the portfolio of assets based on the combination of its risk and return components. According to the principles of MPT, there is an optimum combination of investments that will bring the highest rate of return for every level of risk.

DIVERSIFICATION: Investors can reduce their potential for loss by investing in a basket of different securities. In less technical terms, diversification means the same thing as the adage, “Don’t put all your eggs in one basket.” It is important to note that a diversified portfolio is not necessarily a properly allocated portfolio.

ASSET ALLOCATION: Academic research has provided evidence that an investor’s asset allocation decision — the choice of asset classes and the portfolio percentage allocated to each — is the single most important element in a portfolio strategy. It accounts for 94 percent of a portfolio’s performance compared with 2 percent for market timing decisions and 4 percent for security selection. Asset allocation involves diversifying among several asset groups to improve total return while reducing risk.

Core Values

Bernhardt Wealth Management recognizes that providing high-quality customer service is an essential part of helping you to achieve your goals. With this in mind, we promise the following:

We will be genuinely interested in your well-being. Your interests will always be foremost in our minds.
We will make an exceptional effort to understand your unique needs, values and goals before recommending any financial strategies.
We will develop a personalized Investment Plan for you. This plan will serve as a road map for your portfolio, and will be updated over time to help the asset allocation stay true to your deepest objectives.
We will provide you with an Investment Plan that consists of well thought out and academically sound investment strategies tailored to your needs and objectives. Our advice will be prudent and appropriate, based on your objectives.
We will work closely with you so that you can make smart decisions about your money.
While we offer guidance based on our professional expertise and our commitment to seeing that your needs are met, you hold the ultimate decision-making authority.
We will monitor your investment portfolio on a regular and systematic basis.
We will meet our deadlines and return calls within 24 hours.
We will maintain contact via phone and face-to-face progress meetings, with whatever level of frequency you desire.
We will maintain the highest standards of professional ethics and responsibility.

Toll Free: +1 888 356 4380

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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